display past deal or subscription history to customer

BBirch6 — Tue, 13 Aug 2024 13:10:51 GMT

Hi all

Anyone have a solution or know of one where we could pull in past deal history (for example, all Deals= closed/won) and show that history as personalized content or dynamic content to a customer? So they could login and access their past purchase history etc.

If not , anyone know if this is on the roadmap for hubspot to build out?

Re: display past deal or subscription history to customer

PamCotton — Tue, 13 Aug 2024 20:09:47 GMT

Hey @BBirch6, welcome to our Community!

Thanks for your question! Currently, HubSpot doesn’t have a built-in feature for displaying past deals or subscription history as personalized content. However, you can achieve this by using custom development through HubSpot’s API, allowing customers to log in and access their purchase history. Alternatively, you can check the HubSpot App Marketplace for third-party integrations that might offer this functionality.

I would highly recommend you to please post this idea at our ideas forum (here).

Our product team, who monitors the forum regularly, can read your specific use case and understand why this would be a useful functionality or change. It also helps other customers facing the same issue to advocate for its implementation on your behalf by upvoting on the thread as well.

Kindly,

Pam

topic display past deal or subscription history to customer in Tips, Tricks & Best Practices

display past deal or subscription history to customer

Re: display past deal or subscription history to customer